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| Morningstar Return Rating: | Below average | | Year to Date Return: | 47.42% | | 5-Year Average Return: | 4.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 28.61% | |
Worst 1-Yr Total Return (2008): | -51.27% | |
Best 3-Yr Total Return (2004-6): | 24.87% | |
Worst 3-Yr Total Return (2006-8): | -13.29% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LINPX | Category | Diff | Index* | Diff | | Year To Date | 47.42 | 45.86 | 1.56 | 29.91 | 17.51 | | 1-Month | 3.44 | 3.32 | 0.12 | 2.00 | 1.44 | | 3-Month | 5.67 | 8.08 | -2.41 | 4.58 | 1.09 | | 1-Year | 62.57 | 56.85 | 5.72 | 37.72 | 24.85 | | 3-Year | -7.91 | -5.58 | -2.33 | -5.52 | -2.39 | | 5-Year | 4.62 | 6.68 | -2.06 | 4.13 | 0.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.90 | 65.72 | 13.18 | 59.35 | 19.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.78 | -12.65 | 4.87 | -14.95 | 7.17 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LINPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.27 | -49.02 | -2.25 | | 2007 | | | 4.04 | 12.03 | -7.99 | | 2006 | | | 28.61 | 26.79 | 1.82 | | 2005 | | | 25.40 | 24.86 | 0.54 | | 2004 | | | 20.74 | 24.38 | -3.64 | | 2003 | | | 42.91 | 54.17 | -11.26 | | 2002 | | | -21.77 | -15.43 | -6.34 | | 2001 | | | -31.15 | -24.44 | -6.71 | | 2000 | | | -23.45 | -15.12 | -8.33 | | 1999 | | | N/A | 83.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LINPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.15 | 36.78 | 22.68 | N/A | | 2008 | -12.51 | -4.96 | -24.94 | -21.93 | | 2007 | 4.81 | 7.14 | -1.86 | -5.60 | | 2006 | 12.96 | -2.97 | 3.46 | 13.41 | | 2005 | 1.59 | 1.56 | 13.39 | 7.18 | | 2004 | 9.24 | 2.27 | -4.14 | 12.74 | | 2003 | -5.87 | 18.55 | 11.95 | 14.40 | | 2002 | -3.95 | -0.90 | -20.21 | 2.99 | | 2001 | -19.61 | -0.95 | -19.62 | 7.56 | | 2000 | 15.69 | -13.39 | -0.45 | -23.26 | | 1999 | N/A | N/A | N/A | 20.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 37 | 130 | 28.46 | | 1-Month | 82 | 133 | 61.65 | | 3-Month | 114 | 133 | 85.71 | | 6-Month | 57 | 133 | 42.86 | | 1-Year | 30 | 129 | 23.26 | | 3-Year | 70 | 103 | 67.96 | | 5-Year | 53 | 78 | 67.95 |
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